CRE Loan Assistant

CRE Loan Assistant

Full-Time/Part-Time - Full-Time

Location - Dallas

Summary: First Security Bank is seeking a professional, energetic, and team-oriented individual to join our team as a CRE Loan Assistant! If you are passionate about serving our local communities and want to be part of a dynamic, service-driven team, we encourage you to apply! In this role, you will provide administrative and operational support to CRE Commercial Loan Officers and lending staff throughout the full life cycle of commercial real estate (CRE) loans. You will play a key role in ensuring accuracy, regulatory compliance, and timely processing from origination through closing and servicing, while maintaining effective communication with internal departments, borrowers, legal counsel, and third-party vendors.

You will be responsible for preparing and reviewing loan documentation, verifying applicant and financial information, maintaining accurate and organized records, and ensuring adherence to all applicable banking regulations and internal policies. This position requires on-site work.

Qualifications: To perform this job successfully, an individual must be able to execute each essential duty satisfactorily. The items listed below are representative of the knowledge, skill, and/or abilities necessary for this position.

Must be at least 18 years of age.

High School Diploma or GED is required.

Associate or bachelor's degree in business, finance, accounting, or related field preferred.

5+ years of experience in commercial lending, CRE loan administration, or banking operations required.

Experience in administering construction loans and the draw process is required.

Previous experience in general administration skills, which include keeping an office organized and running efficiently, is preferred.

Proficiency with Outlook, Word, Excel, typing, 10-key, and utilization of the internet is required.

Commitment to demonstrating First Security's Core 5 values with customers and coworkers.

Hours of Availability: Regularly Scheduled Hours/Week: 40(+) hours per week | Monday - Friday 8:00am - 5:00pm | *Extended working hours may be required.

Essential Duties and Responsibilities: Assist in the preparation, review, and coordination of commercial real estate loan documents, including applications, term sheets, commitment letters, and closing packages. Gather, review, and organize borrower organizational documents, surveys, financial statements, appraisals, environmental reports, and title information. Ensure loan files are complete, accurate, and compliant with bank policy, Texas banking regulations, and federal requirements. Facilitate communication between Loan Officers, customers, appraisers, attorneys, branch staff, title companies, insurance providers, and other third parties. Review closing documents for accuracy and consistency with loan approval terms. Assist with loan boarding, booking, and post-closing documentation retention. Protect all customer information and bank operations through strict confidentiality. Operate computer software and equipment, telephone, scanner, and copier, and develop proficiency with internal banking software, FCM/ImageCentre, and Loan Operations Platform. Maintain reliable transportation, punctual attendance, and the ability to work on-site with occasional extended hours when necessary. Additional duties may be assigned by management.

Supervisory Responsibilities: None

Soft Skills: Foster a culture that values high ethical conduct, critical thinking, problem-solving, engagement, teamwork, and provides exceptional service. Establish positive and productive work relationships that provide honest feedback that generates trust.

Physical Demands: Possess sufficient mobility to work in a standard office setting. Perform repetitive hand, arm, wrist, and finger movements while handling currency, documents, and/or office equipment. Substantial time may be spent on the telephone, operating computers, reaching, sitting, and/or standing while occasionally stooping, kneeling, or crouching. The employee must have the ability to speak and hear well enough to carry on customer interactions, conversations, and presentations both in person and over telecommunications. Have near/far visual acuity to identify customers, currency, and reading materials in printed or electronic formats. The employee must occasionally lift and move up to 10 pounds.

Mental Demands: The duties of this position require the ability to maintain attention to detail and complete work projects accurately in a short amount of time, despite interruptions. The employee must be able to interact with customers/coworkers in a calm and patient manner and maintain confidentiality and professionalism in all situations. The employee must be able to use basic mathematical skills, including adding, subtracting, multiplying, and dividing numbers. The position also requires the ability to read and interpret documents and draft routine written communications.

EOE Statement: First Security Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including gender identity, sexual orientation, and pregnancy), age, genetics, national origin, status as a veteran or protected veteran, or status as a qualified individual with a disability or any other classification protected by federal or state law. Should you need assistance in completing the application, please let us know. First Security Bank will seek to provide individuals with disabilities (including applicants and employees) with reasonable accommodations necessary for the completion of the application process.

About the Organization: Based in Searcy, Arkansas, privately-held First Security Bancorp has the most complete and diverse product offering of any Arkansas-based financial services holding company. First Security can meet any financing need - right here in Arkansas. With more than 1,000 employees covering locations throughout the state, we offer solutions for the financial needs of individuals, businesses and the public sector, including a network of local community banks, respected investment banking and wealth management services, public finance, real estate development and revitalization, leasing and mortgage services.